REGISTRATION FOR THIS EVENT IS CLOSED.

WALK-INS ARE WELCOME BUT WILL NOT BE GUARANTEED A MEAL

BREAKFAST MEETING

WEDNESDAY, MARCH 21, 2018

(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)

NOTE:  MEETING LOCATION

GLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)

RESERVATION DEADLINE:  WEDNESDAY, MARCH 14, 5:00 p.m.

(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, MARCH 14)

UTILIZING ESOPs FOR TAX EFFICIENT LIQUIDITY

MARK RUSSELL AND ED RENENGER

Sponsored by Armor Wealth Management

The primary goal of the presentation is to better understand, through the use of examples and case studies: (i) some of the myths associated with ESOPs; (i) the benefits and pitfalls of utilizing an ESOP for tax efficient liquidity for business owners, for corporate finance and transition planning for the business and as a tool for attracting and retaining employees; (iii) some estate planning considerations; and (iv) what type of situations are best suited for an ESOP. Mark Russell and Ed Renenger specialize in helping companies navigate the complexities of ESOPs.  Mark, as a Senior Managing Director of Griffin Financial Group, helps companies determine the feasibility of an ESOP and whether an ESOP is the appropriate vehicle for the relevant stakeholders to accomplish their goals.  In situations where the ESOP is not the right fit, Mark assists owners in determining what alternative structure is more appropriate for their situation.  Ed, as a lawyer shareholder in Stevens & Lee, advises business owners on how to sell their companies to its employees through an ESOP and also provides legal advice on other ESOP-related transactions.  Ed also advises ESOP trustees on their fiduciary obligations in ESOP transactions and when unique situations arise in already established ESOPs. 

Continuing education credits pending for this program.

Membership dues do not include meals.  Credit Cards are now accepted online. To mail a check, please complete this form, enclose a check (payable to Estate Planning Council of North Texas) and mail to:  Estate Planning Council of North Texas, P. O. Box 38553, Dallas, TX  75238-8553.  THERE WLL BE 5 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”.  Members who have already paid in advance for all meetings for the year MUST REGISTER ON THE WEBSITE BY THE DEADLINE so we will have a count for the number of meals to prepare.

Member: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15

Name: ________________________________________ 

 ____$25   ___$30 ____$15

E-Mail: ______________________________________

Phone Number: _________________________________

Name: ________________________________________ 

 ____$25    ___$30  ____$15

E-Mail: ______________________________________

Phone Number: _________________________________

NOTE:  WALK-IN PRICES ON DATE OF MEETING:  Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20

We would like to thank the following Sponsors for their support for 2017-2018: Armor Wealth Management, Communities Foundation of Texas, Dallas Foundation, Leu & Peirce, Lee Financial Corporation, Lindquist Eisenberg LLP, North Dallas Bank & Trust, Pepkin & Associates, PlainsCapital Bank, Stout., Texas Bank & Trust and The Catholic Foundation

PLEASE READ INSTRUCTIONS BELOW TO REGISTER via CREDIT CARD:

CLICK ”REGISTER NOW”  

Complete the contact information

1. Payment Method: click “Credit Card or PayPal”
2. REMEMBER TO FINALIZE PAYMENT THRU PAYPAL – YOU MUST COMPLETE THE STEPS BELOW FOR PAYMENT
3. Click “Pay Now”
4. “Pay with Debit or Credit Card”
5. “PayPal Guest Checkout”
6.  “Pay Now”
7. PLEASE NOTE:  YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION - PLEASE PRINT FOR YOUR RECORDS